Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.140 | 0 | 100 |
| 1 month | -0.057 | 0 | 98 |
| 3 months | -0.157 | 0 | 99 |
| 1 year | 0.057 | 0 | 15 |
| 3 years | 0.065 | 0 | 6 |
| 5 years | 0.138 | 0 | 1 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.279 | — |
| 2023 | 0.366 | — |
| 2022 | -0.251 | — |
| 2021 | 0.274 | — |
| 2020 | 0.249 | — |
| 2019 | 0.391 | — |
| 2018 | -0.156 | — |
| 2017 | 0.034 | — |
| 2016 | -0.003 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.088 | — | — | — |
| 2024 | 0.065 | 0.001 | 0.079 | 0.112 |
| 2023 | 0.132 | 0.096 | 0.011 | 0.089 |
| 2022 | 0.007 | -0.205 | 0.004 | -0.067 |
| 2021 | 0.164 | 0.050 | -0.031 | 0.076 |
| 2020 | -0.191 | 0.218 | 0.042 | 0.216 |
| 2019 | 0.169 | 0.027 | 0.046 | 0.107 |
| 2018 | -0.046 | 0.083 | -0.029 | -0.158 |
| 2017 | -0.003 | -0.024 | 0.003 | 0.060 |
| 2016 | -0.044 | 0.017 | 0.018 | 0.007 |
| 2015 | -0.074 | 0.042 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.057 |
| 3 years | 0.065 |
| 5 years | 0.138 |